SmartAsset

SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors.

About

SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset’s mission is to help people make smart financial decisions. Ranked on the Inc. 5000 list of fastest-growing private companies in 2021, SmartAsset recently closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator’s list of Top 100 Companies of all time, 2021 Best Financial Planning Technology Company in New York by Wealth & Finance International, and Forbes’ list of America’s Best Startup Employers in 2020.

Mission

SmartAsset's core mission is centered around providing accessible and personalized financial advice to help individuals make informed decisions about their financial future. By leveraging data-driven technology and user-friendly tools, SmartAsset aims to simplify complex financial concepts and empower users to take control of their financial well-being. Through their innovative platform, SmartAsset is committed to fostering financial literacy and bridging the gap between consumers and the world of finance, ultimately enabling smarter financial choices for a secure future.

Employee Benefits

  • Remote work flexibility in the contiguous US
  • Medical, Dental, Vision insurance packages
  • Life/AD&D Insurance
  • Short-term and Long-term Disability
  • FSA: Medical and Dependent Care
  • 401K with 3% match and immediate vesting
  • Equity packages for each role
  • Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
  • EAP (Employee Assistance Program)
  • Employee Resource Groups supporting underrepresented communities
  • Pet Insurance
  • Home Office Stipend
  • Monthly Food Delivery Stipend

Core Values

  • Empowerment: SmartAsset values empowering its employees to take ownership of their work and make meaningful contributions to the company's success.
  • Transparency: SmartAsset fosters a culture of transparency, promoting open communication and honesty in all aspects of the business.
  • Innovation: SmartAsset encourages innovation and creativity, striving to stay ahead of the curve in the constantly evolving tech industry.
  • Collaboration: Collaboration is key at SmartAsset, with a focus on teamwork and shared problem-solving to achieve common goals.
  • Diversity & Inclusion: SmartAsset values diversity and inclusion, recognizing the importance of different perspectives and experiences in driving innovation and success.

SmartAsset

Leadership

Founder and CEO at SmartAsset

Michael Carvin

Founder and CEO
VP Business Development at SmartAsset

Mihir Apte

VP Business Development
CMO at SmartAsset

Chris Taylor

CMO

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Location
New York, NY
N/A
Company Size
101-250
N/A
Revenue Range
$10M to $50M
N/A
Valuation
$1,000,000,000
N/A
Founded
2012-01-01
N/A
Current Status
Operating
N/A
Work Mode
Open Roles
5
Hiring Now
Hiring now

Funding

Total Funding
$
161431095
Funding Rounds
8
Num Investors
2
Work Mode
IPO Status
Private
Funding Stage
Late Stage Venture
Last Funding Date
2021-08-05
Last Funding Type
Secondary Market
Hiring Now
Hiring now
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